My career in financial services began in the 1990s, with a summer internship at Bay Street's Midland Walwyn. After graduating from Wilfrid Laurier University with an Honours Bachelor in Business Administration (Finance Major, Psychology Minor), I began full time employment at Midland Walwyn, and over the next five years, built a successful business in Toronto.

In 2000, I returned to my hometown of Belleville to form a partnership with Quinte-based investment advisor Brian Knudsen. Long-time colleague and friend – Ian Clark - joined our partnership in December 2016. Today with the help of our highly experienced and professional service associates, we serve clients locally, across Canada, and around the world.

Our partnership works because of our common beliefs and our complementary skill sets. We take a holistic approach to financial management and consulting, working diligently to understand how our clients' finances relate to all the other aspects of their lives.

I enjoy quarterbacking the delivery of service and advice, drawing on the vast global resources of CIBC Wood Gundy, and CIBC World Markets.

I have strong ties to the Quinte area. I am currently a Member and Past President of the Rotary Club of Belleville, a Past President and Director of the Belleville Sales & Ad Club, a Director of the Belleville Club, and a past Executive Member and Chair of Belleville's Festival of Trees, and a Director of the Quinte Children's Foundation.

Outside of the office, I like to run, swim, cook, ski, and listen to a variety of music (but not necessarily in that order). Above all, I am proud to be the husband of Ann-Marie, and the father of three amazing kids; Padraigh, Kevin and Rachel.

I strive to do my best for my clients, my family and my community. I look forward to doing my best for you.

Ian has been with CIBC Wood Gundy and predecessor firms since 1995 following his studies in Biology at Wilfrid Laurier University. Ian is a certified discretionary Portfolio Manager and carries the CIM designation as a Certified Investment Manager. After 21 years with CIBC Wood Gundy helping affluent families, foundations and corporations with their wealth management in the Toronto and Oakville area, Ian moved to the Quinte branch in 2016 to join Brian Knudsen and Sam Brady, forming the Knudsen Brady Clark Advisory Group (KBCAG) which later became the Brady Clark Advisory Group with Brian's retirement.

Within the Brady Clark Advisory Group, Ian is responsible for managing client relationships and the direction of investment strategy. He understands the importance of client service and the Brady Clark Advisory Group's role as a client's trusted advisor, helping counsel clients through all challenges on their road to achieving their financial goals. While investment management is a key component of that task, so too is helping individual clients plan around tax and estate challenges as well as family business and wealth transition planning.

When not in the office Ian is an avid reader, golfer and fisherman and enjoys spending time with his family in their new home in the beautiful Bay of Quinte region.

Sandra brings over thirty-five years of investment knowledge with CIBC Wood Gundy and predecessor firms to her role as the Brady Clark Advisory Group's relationship management specialist. Sandra plays a pivotal role in building client relationships, and maintaining day-to-day client communications. Sandra responds with care and consideration to a wide variety of queries and requests, and always goes the extra mile to meet and exceed expectations.

Connor is a Client Associate on the Brady Clark Advisory Group. Prior to joining the team in July 2024, Connor worked for a mutual fund manufacturer based in Toronto, working his way up on the sales team eventually to a client advisory position in portfolio analysis. Connor earned his Chartered Investment Manager (CIM®) designation in 2021. 

In 2024, Connor and his wife moved to Prince Edward County, a return to his family's roots with several generations of the Hicks family preceding him. When not in the office, Connor is an avid cyclist, sports fan, and enjoys spending time with his wife and dog. Connor gives back to the community through support for Parkinson's Canada and Save Our Scruff Dog Rescue

Sherry has been a valued member of the Brady Clark Advisory Group since 2009 and assists with the Brady Clark Advisory Group's administrative duties.  Working with clients directly and with CIBC Wood Gundy head office, Sherry ensures regulatory requirements are met and addressed, provides efficient processing of client account documentation as well as managing daily banking needs for our office and for our clients. Sherry lives in beautiful Prince Edward County and enjoys spending time with her family.

As CIBC’s tax expert, Jamie supports CIBC Wood Gundy investment advisors in delivering integrated financial planning and advisory solutions to our high-net-worth clients. Jamie is quoted frequently in the national media and writes a weekly National Post column called Tax Expert.